Reporting

Ajera offers many options for you to obtain the information you need. There are three main types of reporting from within Ajera > task windows:

Reports
Financial Statement Designer
Inquiries

Explore the different reporting solutions, and determine how to best use them for your firm's needs. Start by just clicking on the > taskmenu in Ajera to see what is available. Some or all of the options may not be available to you depending on your security settings.

	Report	Financial Statement Designer	Inquiry
What is it best for?	Easily review standard information in a common format and organization.	Produce financial reports.	Customize information that exists in standard reports. Research or analyze information, perhaps for problem solving, that is not available in any reports.
Which financial reports are available?	Balance Sheet Company Budget Journal Entries Ledger Profit and Loss Statement Sales Tax Preparation Trial Balance	Balance Sheet (template) Company Budget (you can create it) Key ratios (you can create it) Profit and Loss Statement (template) Statement of Cash Flow (template)
Customization?	Options available through (Customize) on the report. You can also import custom reports designed in Microsoft SQL Server Reporting Services 2005.	Many options for determining content and organization	Many options for determining content and organization
Where do you find it?	From the > Reports menu Additional project reports are available through > Manage > Project Command Center.	From the > Reports menu, click Financial > Financial statements. If your security settings allow it, you can also click > Reports > Manage Financial Statements > Designs.	From the > Reports > Standard Inquiries menu

A few of the most popular reports

This section highlights a few of the reports that are popular with Ajera clients.

You'll want to be sure to take a look at them and include them in your workflow.

Report

Use it to do this

How to get the most out of it

Progress report

unavailable in ajeraCore

Help you determine if a project is on time and on budget.

It provides information you can use to perform Earned Value Analysis.

How to get it: From the > Manage menu, click Project Command Center. Select the project, and click the Progress tab.

Enter a budget for your projects, including estimated start and completion dates.

You enter and maintain project budgets in the Project Command Center ( > Manage > Project Command Center> Manage tab).

Be sure to keep the percent complete updated for the project and its phases. In this way, you give Ajera good data for your report, as long as you enter and update the budget and its dates to the phase level.

Plan report

unavailable in ajeraCore

Review a project's budgeting and scheduling information.

How to get it: From the main menu, From the > Manage menu, click Project Command Center. Select the project, and click the Plan tab.

To build this report, Ajera uses the information you enter and maintain in the Project Command Center ( > Manage > Project Command CenterManage tab).

The more detail you add to your project on the Manage tab, the more detailed your Plan report will be.

Snapshot report

Manage day-to-day execution of your project.

It shows you the spent value (billed plus work-in-progress) next to the billed, WIP, and contract amounts.

How to get it: From the main menu, select From the > Manage menu, click Project Command Center. Select the project, and click the Snapshot tab.

Be sure to enter contract amounts for the project and its phases as you work on them. This gives Ajera good data at the project and phase level as long as you budget the project to the phase level.

You enter and maintain contract amounts in the Project Command Center ( > Manage > Project Command CenterManage tab).

Cash receipt forecast

Help you, as part of your financial planning, to forecast your near-term income and to later point out any discrepancies between planned and actual cash receipts.

How to get it: Click > Reports > Client > Cash Receipt Forecast.

You don't need to do anything.

Ajera builds the report automatically as you enter and pay client invoices.